Simplifying the financial world for a creative society.
Retirement Planning & Distribution Strategy
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While our desire is to have a close relationship with all of our clients, we understand that a financial planning fee isn't for everyone. If you know what you want and simply need some objective advice- we'll help make that simple too. You can send your information to us in advance, schedule a call/meeting.facetime with an advisor to review your options, and make a decision. No drawn-out processes and meetings. Did you just have a baby? Feel it's time to consider life insurance? No problem. What about all of you who just started a new job? Need advice on how to manage your old 401k? Let us help!
CFP ® FSCP ®
CERTIFIED FINANCIAL PLANNER™ Professional
Financial Services Certified Professional
Director of Talent Acquisition
“Securities and Investment Advisory Services are offered through Registered Representatives of Hornor, Townsend & Kent, LLC. (HTK). Registered Investment Advisor, Member FINRA/SIPC. 2 Park Ave, Suite 300 New York, NY 10016. Simple Society and other listed entities are not affiliated with HTK.” 212-697-1355. 2082624AL_AUG20